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Tech IPOs May Be Coming Late To The Party

March 5, 5:00 pm EST There's a lot of excitement about the building IPO docket for the year.  Let's take a…

Monopoly Is Being Priced-Out Of The Tech Giants

November 19, 5:00 pm EST The tech giants continued to get hammered today.  We've talked about the prospects for an…

Why We Won’t See Another Big Silicon Valley Internet Giant

November 2, 5:00 pm EST If you are a regular reader of my daily notes, you'll know I've suspected we…

The Case For S&P 4,000

October 15, 5:00 pm EST On Friday we talked about the opportunity presented by this recent dip in the broad stock market.…

Trillion-Dollar Amazon May Have Signaled The Top In Euphoria

September 17, 5:00 pm EST The market is typically pretty good at pricing in what is known.  And it has…

Time To Break Up The Tech Giants: Facebook, Google, Amazon

September 5, 5:00 pm EST Yesterday we talked about the case for breaking up Amazon, on the day it crossed…

Have We Hit ‘Peak Zuck’?

July 27, 5:00 pm EST As we end the week, let's take a look at a few charts .... We…

Trumponomics Still In Early Stages Of Working Through The Economy

June 4, 5:00 pm EST On Friday, we talked about the building momentum in the economy. We've already had huge…

Has The All-Clear Signal Been Given For Stocks?

May 6, 3:00 pm EST At the end of last week, I said "it looks like the all-clear signal has been given…

Here’s Why The Stock Market Doesn’t Like 3% Yields

April 23, 5:00 pm EST Yields continue to grind higher toward 3%.  That has put some pressure on stocks, despite…